Evanson Asset Management’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
19,500
| – | – | 0.01% | 320 |
|
|
2025
Q1 | $170K | Hold |
19,500
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $114K | Hold |
19,500
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $119K | Hold |
19,500
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $70.2K | Hold |
19,500
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $70.2K | Hold |
19,500
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $73.3K | Buy |
19,500
+7,500
| +63% | +$28.2K | 0.01% | 290 |
|
|
2023
Q3 | $34.8K | Buy |
+12,000
| New | +$34.8K | ﹤0.01% | 280 |
|